See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,751 | $108,919-48.8% | $100,391-44.5% | $145,922-61.8% |
| Participation rate | 95.0% | 82.9%+12.1pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 9.65% | 57.88%-48.2pp | 49.20%-39.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,100 | $8,445-75.1% | $8,082-74.0% | $6,688-68.6% |
| Admin fee / account holder | $4,052 | $9,689-58.2% | $7,899-48.7% | $13,397-69.8% |